Category Archives: Feature

Display Date Fields only based on Stage in Reports

Sage CRM Reporting tool is an important feature of Sage CRM which is used to create simple as well as Complex reports within Sage CRM. Reporting tool has proved to be flexible enough to combine or customize various features such as displaying charts in report content, grouping the data, sort the data and so on.… Read More »

How to enable Export to PDF on Calendar List in Sage CRM?

Responsive Calendar List in Sage CRM itself has many inbuilt features which makes it an innovative as well as a user friendly feature on its own. We have explained many of its features in earlier blogs. One of them was ‘How to enable Export to Excel on Calendar List in Sage CRM’. Below is the… Read More »

Send Reminder Messages based on Task & Appointment Priority in Sage CRM

There are many additional features in Sage CRM. In this blog we will be discussing on reminder emails that can be sent based on priorities. Mostly there are three type of standard priorities. High Normal Low New Stuff: Showing All Communications in Calendar List of Sage CRM 2018 R3 Every user has his own preferences set… Read More »

Showing All Communications in Calendar List of Sage CRM 2018 R3

In the latest version of Sage CRM 2018 R3, many new functionalities are been added to it. We all are aware of the Calendar List functionality been introduced in Sage CRM 2018 R3. Calendar List allows us to view Communications created for a User in a more easy and responsive manner. It also allows sorting… Read More »

Features of Calendar List in Sage CRM 2018 R3

With the recent release of Sage CRM 2018 Version, many additional features are been introduced such as Quick find, Mailchimp Integration etc., also additional Calendar features too were implemented which are useful for Sage CRM users in our blog we will be introducing about Calendar List features. New Stuff: New Features in System Behavior in Sage… Read More »

Easy to Use Calendar with Sage CRM 2018 R3

We have already been writing about the new features launched with the release of Sage CRM 2018. Along with the many new updates, feature enhancements and streamlined capabilities of CRM; they have introduced a major enhancement for the rigid and confusing calendar feature of the older version. Sage has completely redone the calendar’s look, feel,… Read More »

Configuring Quick Find feature in Sage CRM 2018 R2 onwards

Quick Find in Sage CRM is one step search feature which allows the users to perform a quick search within all the Primary entities of CRM. Moreover the search factor doesn’t depends on any specific criteria, but it searches through all the fields of these entities be it a Simple text field, multi-line text field,… Read More »

CRM Quick Find Service with the launch of Sage CRM 2017

Sage CRM installer installs different types of services on the CRM application server. This services are useful to run different types of mechanisms in CRM. Below are the services with their use. CRM Indexer Service: This service is useful to run the Keyword search functionality in CRM. It creates index in all the database records… Read More »

New feature of … (ellipsis) in Sage CRM 2018

Sage CRM had always been flexible enough when it comes to User interface. Every User has their own control in setting the preferences of their CRM account. One such feature is allowed by the  … (ellipsis) that allows the users to display or completely hide selective horizontal tabs or the corresponding main menu items in… Read More »